See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,692 | $95,862-86.8% | $79,550-84.0% | $134,475-90.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -19.03% | -2.69%-16.3pp | 0.16%-19.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,615 | $3,128-48.4% | $2,413-33.1% | $4,740-65.9% |
| Participant deferral / active EE | $2,669 | $4,693-43.1% | $3,985-33.0% | $6,400-58.3% |
| Admin fee / account holder | $171 | $9,126-98.1% | $6,832-97.5% | $11,426-98.5% |